DavidD

@jmoneydollasign Funny thing, not only will WAHA be negative, NEW PIPES to Louisiana like the Gulf Coast Express (GCX) will ADD supply to an oversupplied Henry Hub. #natgas Bulls want the spread to close between HH and TTF/JKM, they're getting the spread from WAHA to HH to close, meaning HH DOWN.

@DavidDe78665162 fine if youre trading waha, but otherwise you aren’t getting enough gas to Louisiana

Permian rigs UP, oil prod coming, you know what that means right? ASS GAS will crush #natgas prices, already negative -$10 in WAHA will likely be -$20. Again, Iran war is terrible for natgas, more gas nowhere to go but to hit price, prod comes online in weeks, LNG takes years

@gatorcapital @aheiser31 Any thoughts on the recent cyber-risks for legacy software in banking institutions? Federal Reserve literally met with banking execs over this risk of AI uncovering vulnerabilities. Risks for legacy software that FISV and GPN have, maybe institutions are looking to switch out?

@aheiser31 I think it is cheap and like the new CEO, but it will take time for investors to come back to the name.

Today, $FISV said they will generate $13.5 in free cash flow during 2027-29, and it will all go to share repurchases. That is 47% of the current market cap.

@zeroxkyle Chuck Akre is that you?

Just met a PM managing 9 figures who thinks AI is complete BS and has been long software, down double digits YTD in a year where S&P is up 8% so far Is this conviction, or stupidity?

The same way you invest in tech stocks because they go up every year, the same way you can "invest" in shorting #natgas forever and ever. 10-year performance of $UNG? -20% per year. When you inverse because you're perma-short, +20%, it's actually higher than S&P500.

$UNG roll from 1 month #natgas futes to the next is almost always bearish. From $2.88 to 3.08 means UNG holders just lost 0.2/3.08 or 6.5%. Producers don't care, they are producing at $3+ basis. This is why #natgas is long-term "perma-short-able." Just constant loss for longs

@EstmtdProphet Already priced into #natgas prices to some extent. July prices were $3.2 yesterday, as spring this year hit $2.6. Jul never hit less than $2.9. Summer is already known to increase natgas demand so there is always contango. This is WHY you short natgas ETFs, it’s already priced in

@DavidDe78665162 Shorting #natgas this time of year with a hot summer ahead is portfolio suicide. I'm buying todays dip with an eye towards the summer rally If US NG production was robust, we'd have seem more robust inventory builds, no?

If you’re not shorting with both hands #natgas then I don’t know what you’re doing. IRAN WAR is absolutely terrible for US natgas prices because more oil prod = more associated gas and there is nowhere for the gas to go except by hitting price. Short any #natgas rally.

@BourbonInsider Just do the opposite, Jensen is one of the worst performing growth funds, compared to growth indices

Jensen bought more $AMZN and $MA in Q1 2026

The reason to be bullish #natgas is more power generation from cheap fuel. BUT! The economics of NG power vs Solar/wind, isn't the cost of NG, it's everything else plus the cost of the plant. Higher tariffs, dumb wars, all makes NG power less economical. So why are you bullish?

All the oil analysts are saying WTI higher for longer. That means HIGH Ass. Gas. production for longer. Meanwhile US LNG plants cost billions, new power plants cost billions, and billions MORE due to tariffs and high steel prices. Trump is absolutely terrible for #natgas prices.

Why being a #natgas bear is so simple? High oil prices is BAD for NG producers. Trumptards starting war and using national defense to make O&G produce more means BIG BOTTLENECK in Permian. WAHA is NEGATIVE $10 without more US oil prod. What happens when more oil comes online?

@BabyGotGas 111 prod with 18 LNG? Shouldn't prod be going down with LNG maintenance? No? So should I be even more bearish #natgas than even the most bearish permabear has ever beared?

Don’t #natgas bulls realize negative prices are possible? It’s literally negative $10 in West Texas. There is no LNG saving you, HH won’t close the gap to TTF or JKM, more likely to close the gap to negative WAHA. Nobody really wants LNG especially not China after Trump

EASY TRADE ALERT! Just short #natgas forever. $BOIL NEW ALL TIME LOWS after ALL TIME LOWS. There is no future for natgas bulls like I’ve literally always said. Global warming makes winters irrelevant. Solar, wind, batteries make summer energy irrelevant, NG will fall forever

@TheNewsProfesor @manju_n30 Haha, this IS the #natgas normal. New all time lows after all time lows for NG ETFs $UNG and $BOIL as there is no demand from warming weather, and everyone is building out solar, wind, batteries taking market share from NG, as prices go negative in producing basins, HH follows

@manju_n30 When is #natgas returning to normal 😩😩 bring her back we miss her

#natgas #naturalgas nothing changed..Avoid dont waste time trading ng.

@GringoInvesting Except for all the years it was <$3.00 like 2023, 2024, and every year from 2015 to 2020.

I don't know much, but I know July gas won't be <$3.00 $NG

LOL #natgas just LOL. Nothing to say every day except $BOIL making new all time lows, again and again. Why have tears every day being a NG bull? Short it and profit forever, easy life.

Why is #natgas shorts so EASY? 1) Ass. Gas. 2) global warming, triple digit builds in April, LOL. 3) solar, wind, batteries make NG generation cost-INEFFICIENT, long term decline. Just join the bears and make money every day, it’s that simple, has anything changed from those 3?

#natgas Celebrate bears! $BOIL NEW ALL TIME LOW. Easy to predict, easy to make money. Why do the bulls make me post so much? I basically only post when I make money from #natgas shorts, which recently is EVERY DAY shorts make money.